USCA RIA’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-31,989
| Closed | -$1.23M | – | 392 |
|
|
2015
Q3 | $1.23M | Buy |
+31,989
| New | +$1.23M | 0.31% | 92 |
|
|
2015
Q1 | – | Sell |
-27,094
| Closed | -$1.12M | – | 378 |
|
|
2014
Q4 | $1.12M | Buy |
+27,094
| New | +$1.12M | 0.31% | 89 |
|
|
2014
Q3 | – | Sell |
-22,340
| Closed | -$853K | – | 352 |
|
|
2014
Q2 | $853K | Buy |
+22,340
| New | +$853K | 0.29% | 104 |
|